Search for: "Investing Trust Funds" Results 61 - 80 of 7,141
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16 Nov 2022, 4:00 am by Tracy Coenen
Other families have multiple sources of income that may include investments, trusts, debt, liquidation of assets or other sources. [read post]
9 Jul 2018, 1:01 pm by Andrew Stoltmann
BDCs, much like direct participation products (DPPs), real estate investment trusts (REITs), private placements and others, are alternative investments that may not be suitable for all investors because of their highly illiquid and risky nature. [read post]
24 Nov 2015, 6:44 am by Jay Salamon
Unit Investment Trusts A Unit Investment Trust is a type of Investment Company, like a mutual fund or a closed-end fund. [read post]
8 Jun 2020, 6:18 am by Staff Attorney
The fund is premised on investing in two areas “with strong demographic drivers from college students and baby boomers” according to its website. [read post]
11 Oct 2023, 10:24 am by Ron Payne
Let’s consider what happens when the person overseeing a trust fund lacks financial acumen or integrity: Reckless investing that gambles trust assets instead of prudent, diversified holdings. [read post]
28 Jun 2011, 11:55 pm by Kathryn Mathers
On 27 June 2011, the SFC announced that the transition of the SFC-authorized funds and Investment-linked Assurance Schemes (ILAS) into the new regime has been completed smoothly.Commencing 25 June 2011, existing SFC-authorized funds and ILAS that will continue to be marketed to the public in Hong Kong are required to provide investors with a Product Key Facts Statement (KFS) and an offering document that satisfies a number of additional disclosure requirements (revised… [read post]
14 Dec 2016, 8:30 am by Renae Lloyd
A Unit Investment Trust (UIT) is an exchange-traded mutual fund offering a fixed (unmanaged) portfolio of securities having a definite life. [read post]
2 Jan 2023, 4:00 pm by William D. Jewett
Collective investment trusts (“CITs”) have become an increasingly popular choice for 401(k) plan investment menus over the past decade, consistent with a trend toward lower-cost investment options that has been driven, in part, by widespread litigation. [read post]
21 Feb 2008, 7:53 pm
The Minister also released a consultation paper on interim changes to trading trust rules which apply to real estate investment trusts. [read post]
8 Oct 2009, 11:20 am by Bill Stalter
The funeral director’s decision about how to fund his preneed is influenced by the state’s trusting requirement, investment returns, administrative convenience and the volume of preneed business. [read post]
10 Apr 2020, 8:20 am by Renae Lloyd
PennyMac Mortgage Investment Trust – Mortgage REITs see Steep Decline amid Coronavirus Turmoil Have you suffered losses investing in a Mortgage REIT such as PennyMac Mortgage Investment Trust? [read post]
14 Sep 2018, 12:45 pm by Ettinger Law Firm
The record of retirement investment and trust fund fraud is extensive, and not restricted to sales agents, fiduciaries, and retirement investment advisers. [read post]
5 Dec 2021, 9:50 am by The White Law Group
Ares Real Estate Income Trust Securities Investigation The White Law Group is investigating potential securities claims involving Ares Real Estate Income Trust (formerly known as Black Creek Diversified Property Fund). [read post]
28 Jul 2021, 10:03 am by Kevin Kaufman
In addition to the Highway Trust Fund, three other transportation trust funds support federal infrastructure investments: Excise taxes and fees on airline travel go into the Airport and Airway Trust Fund (AATF) and a Passenger Facility Charge directly supports specific aviation-related infrastructure investments. [read post]
LPL Blocks Sales of Nontraded Real Estate Investment Trusts and Publicly Traded Property Interval Funds  This week, LPL Financial (LPLA) announced that it had suspended its sales of several nontraded REITs, as well as a number of publicly traded property interval funds. [read post]
30 Oct 2023, 1:15 pm by jeffreynewmanadmin
The SEC’s order finds that, from 2015 to 2019, BlackRock Multi-Sector Income Trust (BIT) made significant investments, through a lending facility, in Aviron Group, LLC, a company that developed print and advertising plans for one to two films per year. [read post]